U.S. Stock Market Midday Update: Analysts Raise EPS Expectations, AST SpaceMobile Rises 10.07% Against the Trend! Can Market Sentiment Continue?

U.S. Stock Market Midday Update AST SpaceMobile rose 10.07%. Based on recent key news: On January 28, analysts raised AST SpaceMobile's 2025 EPS estimate from -$1.08 to -$0.97, with a target price of $100. This upgrade reflects market expectations for improved future profitability, driving the stock price up. Data source: FactSet. On January 27, although AST SpaceMobile is currently rated as underweight by analysts, some top analysts believe that five other stocks offer better investment value. This rating may exert some pressure on the stock price but has not prevented its rise. Data source: FactSet. The technology sector has performed strongly recently, with significant capital inflows. Stocks with High Trading Volume in the Industry AT&T rose 4.80%. Based on recent key news: On January 28, AT&T announced its fourth-quarter earnings report, with adjusted earnings per share of $0.52, exceeding market expectations of $0.46, and revenue reaching $33.5 billion, better than the expected $32.87 billion. The company also announced a $10 billion stock buyback plan, driving the stock price up. Source: Reuters. On January 28, the company issued an optimistic earnings guidance, expecting adjusted earnings per share in the range of $2.25 to $2.35 for 2026, higher than the analyst estimate of $2.21. This news boosted market confidence, with the stock price rising about 7% in pre-market trading. Source: Zhito Finance. On January 28, AT&T announced a business segment restructuring, establishing an advanced connectivity business segment covering 5G and fiber services, which is expected to drive future revenue growth. This move reflects the evolution of the company's business model and further enhances investor confidence. Source: Wall Street News. The competition in the telecommunications industry is intensifying, with significant potential for 5G expansion. Comcast fell 0.89%. Based on recent key news: On January 27, Comcast's spin-off actions helped stabilize the stock price, but structural factors indicate that these gains may be difficult to sustain. Investors are cautious about Comcast's long-term upside potential, and the stock price may fluctuate within a range. Source: Benzinga. On January 29, Wolfe Research analysts expect Comcast's connectivity and platform division revenue to decline by 1.8% in the fourth quarter. Price competition may drag down average revenue per user, affecting the stock price. Source: Barron’s. On January 29, analyst ratings indicate that Comcast's stock may be approaching overbought territory, and the upcoming earnings report may impact the stock price. Source: CNBC. Industry competition is intensifying, and price pressures are emerging. T-Mobile US rose 1.34%. Based on recent news: On January 26, T-Mobile US's analyst rating was a moderate buy, but it was not included in the top recommended stocks list. Analysts believe there are five other stocks with greater investment value, which may have affected market confidence in T-Mobile US, leading to stock price fluctuations. On January 26, Rogers Satellite launched a service similar to T-Satellite but did not offer free services. Rogers customers must pay an additional fee to enjoy the service, which may make T-Mobile US's competitive advantage more apparent, driving up its stock price. Competition in the wireless industry is intensifying, with a focus on service innovation. Stocks Ranked Among the Top by Market Capitalization in the Industry Verizon rose 0.36%. Based on recent news, On January 27, Verizon released its latest online media center resources, providing press releases, stories, media contacts, and other information. The release of these resources helps enhance the company's image and investor confidence, driving up the stock price. On January 28, Seeking Alpha analysts and Wall Street held an optimistic view on Verizon stock, giving it a buy rating. However, Quant's rating was more cautious, suggesting to hold. Nevertheless, the analysts' optimistic sentiment still had a positive impact on the stock price. On January 27, MarketBeat pointed out that top analysts believe there are five stocks more worthy of buying than Verizon. Despite this, Verizon still received a moderate buy rating, indicating that the market holds a cautiously optimistic view of its prospects. The overall industry performance remains stable, with positive investor sentiment